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Journey Planner

Scheduling

From this tab, you can: view a summary of all booked deliveries and Lorry Journeys over a two week period lock and unlock Lorry Journeys review Lorry Journeys where a booked delivery has an outstanding balance You can also click in to see a 'day view', which...

Delivery Notes

General Documents

This will produce a form that can be used to confirm delivery with the Customer.

Warehouse (Free Stock) Labels

General Documents

Warehouse (Free Stock) Labels will either be printed via a STAR printer, or via a standard A4 printer. These have more information on them, and the barcode will be linked to either the Variant or the USR, as appropriate.

Summary

Tasks

Use this screen to add, view and manage Tasks.  It contains a summary of all Tasks, and may be used to review your own Tasks, as well as those assigned to other Users. Tasks may be added throughout the system, against Sales Orders, Purchase Orders, Stock Trans...

Summary

Tasks Managing Tasks

The Task page displays all of the relevant information about any specific Task, and allows the User to update and manage the Task as appropriate. Page Breakdown Status Summary Detail Notes Audit History

Status

Tasks Managing Tasks

This section shows the status of the Task; this is actually managed within the Task Summary. The statuses include: open in progress awaiting reply awaiting action completed These statuses are set manually; they are not linked to any additional function

Task Summary

Tasks Managing Tasks

This section shows essential information about the Task.  Summary Use this to enter a summary of the task - this is output as part of the list of Tasks on the previous page, and is intended to be used as a small snapshot of the action. This is an optional fie...

Detail

Tasks Managing Tasks

This section will show the Detail of any linked item, e.g. a Sales Order. Detail This will vary depending on the lined item. For example, a Task linked to a Sales Order will include information on the Sales Order No. and Date, the Customer, etc. These are the...

Notes

Tasks Managing Tasks

This section is used to manage the Notes that are within a Task. From this section is is possible to view and comment on individual Notes, as well as reassign them to a new User.  It is also possible to mark a Note as completed within this section.  Multiple ...

Audit History

Tasks Managing Tasks

In this section, a complete Audit History for the Task is displayed. This is automatically generated based on actions taken by Users in the CMS.

Abandoned Basket

Email Templates Emails

The link to this email includes a unique Id for the Customer's basket, meaning that it will offers cross-device support.

Abandoned Order

Email Templates Emails

After Sales Recommend

Email Templates Emails

28 days after a customer has placed an order, they will be sent a recommendation for other popular Products. 

Customer Note

Email Templates Emails

Despatch

Email Templates Emails

Standard Dropship

Email Wishlist

Email Templates Emails

Gift Voucher

Email Templates Emails

Newsletter

Email Templates Emails

Out of Stock Recommend

Email Templates Emails

If a customer has requested to be emailed when a product is back in stock, and the product has remained out of stock for 28 days since that request, the following email will be generated.

Order (Confirmation)

Email Templates Emails